Review assigned expenses

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Review the expenses assigned to accounts and verify the information is correct in the Total Amount Allocated section in the right pane.

    Before you begin

    Role required: cost_transparency_admin or cost_transparency_analyst

    Procedure

    1. Click the information icon (The information icon) on an account to view the allocation summary.
      The following information appears:
      • The total amount allocated.
      • The buckets that are assigned to the account.
      • The rollups to this account.
    2. Click the information icon (The information icon) next to the bucket to view the bucket summary.
      Figure 1. An account summary window
      An account summary window